Vanguard LifeStrategy Moderate Growth vs Stocks/Bonds 60/40 Momentum Portfolio Comparison

Last Update: 30 November 2023

The Vanguard LifeStrategy Moderate Growth Portfolio obtained a 7.01% compound annual return, with a 9.53% standard deviation, in the last 30 Years.

The Stocks/Bonds 60/40 Momentum Portfolio obtained a 9.34% compound annual return, with a 9.56% standard deviation, in the last 30 Years.

Summary

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Vanguard LifeStrategy Moderate Growth Portfolio Stocks/Bonds 60/40 Momentum Portfolio
Risk High High
Asset Allocation Stocks 60% 60%
Fixed Income 40% 40%
Commodities 0% 0%
30 Years Stats Return +7.01% +9.34%
Std Dev 9.53% 9.56%
Max Drawdown -33.52% -32.52%

Last Update: 30 November 2023

Historical Returns as of Nov 30, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Vanguard LifeStrategy Moderate Growth Portfolio +7.14 +4.94 +7.25 +5.96 +5.71 +7.01 +8.68
Stocks/Bonds 60/40 Momentum Portfolio +7.33 +6.42 +0.49 +5.28 +7.42 +9.34 +10.58
(*) Returns over 1 year are annualized

Capital Growth as of Nov 30, 2023

Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1$, since December 1993, now would be worth 7.63$, with a total return of 662.74% (7.01% annualized).

Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since December 1993, now would be worth 14.56$, with a total return of 1356.08% (9.34% annualized).

Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since January 1985, now would be worth 25.53$, with a total return of 2452.64% (8.68% annualized).

: an investment of 1$, since January 1985, now would be worth 50.05$, with a total return of 4904.66% (10.58% annualized).

Drawdowns

Drawdown comparison chart since December 1993.

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Vanguard LifeStrategy Moderate Growth Portfolio
Stocks/Bonds 60/40 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-33.52% Nov 2007 Feb 2009
-32.52% Nov 2007 Feb 2009
-24.21% Nov 2021 Sep 2022
-21.14% Sep 2000 Sep 2002
-20.87% Apr 2000 Sep 2002
-20.84% Jan 2022 Sep 2022
-12.56% Jan 2020 Mar 2020
-11.06% May 2011 Sep 2011
-10.73% Feb 2020 Mar 2020
-9.29% Oct 2018 Dec 2018
-8.89% Jul 1998 Aug 1998
-7.60% Feb 2018 Dec 2018
-7.14% May 2011 Sep 2011
-7.06% Jun 2015 Feb 2016
-6.78% Aug 1998 Aug 1998
-6.35% Feb 1994 Jun 1994
-5.20% Sep 2020 Oct 2020
-5.08% Apr 2012 May 2012
-4.62% Feb 1994 Mar 1994
-4.61% Aug 2015 Sep 2015

Drawdown comparison chart since January 1985.

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Vanguard LifeStrategy Moderate Growth Portfolio
Stocks/Bonds 60/40 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-33.52% Nov 2007 Feb 2009
-32.52% Nov 2007 Feb 2009
-24.21% Nov 2021 Sep 2022
-21.14% Sep 2000 Sep 2002
-20.87% Apr 2000 Sep 2002
-20.84% Jan 2022 Sep 2022
-20.08% Sep 1987 Nov 1987
-14.69% Sep 1987 Nov 1987
-12.56% Jan 2020 Mar 2020
-11.27% Jan 1990 Sep 1990
-11.06% May 2011 Sep 2011
-10.73% Feb 2020 Mar 2020
-9.29% Oct 2018 Dec 2018
-8.89% Jul 1998 Aug 1998
-7.66% Aug 1990 Sep 1990
-7.60% Feb 2018 Dec 2018
-7.14% May 2011 Sep 2011
-7.06% Jun 2015 Feb 2016
-6.78% Aug 1998 Aug 1998
-6.35% Feb 1994 Jun 1994

Yearly Returns

Yearly return comparison.

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Year Vanguard LifeStrategy Moderate Growth Portfolio Stocks/Bonds 60/40 Momentum Portfolio
2023
 +10.75% +3.24%
2022
 -15.97% -16.20%
2021
 +10.43% +7.27%
2020
 +12.96% +20.99%
2019
 +19.70% +19.89%
2018
 -4.98% -1.04%
2017
 +15.50% +23.93%
2016
 +7.06% +4.01%
2015
 -0.72% +5.58%
2014
 +6.10% +11.10%
2013
 +14.76% +19.91%
2012
 +12.49% +10.22%
2011
 +0.23% +6.73%
2010
 +11.87% +13.29%
2009
 +22.28% +11.92%
2008
 -22.10% -21.83%
2007
 +8.20% +13.35%
2006
 +13.59% +8.04%
2005
 +7.28% +12.44%
2004
 +11.52% +11.72%
2003
 +22.34% +17.18%
2002
 -7.56% -4.07%
2001
 -5.13% -7.04%
2000
 -3.26% -1.21%
1999
 +15.58% +23.95%
1998
 +16.58% +32.69%
1997
 +13.04% +25.89%
1996
 +10.23% +19.33%
1995
 +21.48% +32.67%
1994
 +0.66% -1.72%
1993
 +15.69% +11.81%
1992
 +3.16% +5.45%
1991
 +20.78% +28.24%
1990
 -4.85% +4.36%
1989
 +18.36% +31.11%
1988
 +15.51% +7.18%
1987
 +9.10% +2.02%
1986
 +26.65% +19.66%
1985
 +32.63% +28.33%